Follow these instructions to quickly and easily set up the Nitro Sign for Salesforce app in your Salesforce org.

Nitro Sign supports Accounts, Contacts, Leads, and Opportunities out-of-the-box. Follow these instructions to add Nitro Sign to additional objects (custom).

Single Sign-On (SSO) allows your users to access Nitro's products by authenticating through your Identity Provider (IdP). Nitro supports SSO with any SAML 2.0-compliant IdP.

Single Sign-On (SSO) allows your users to access Nitro's products by authenticating through your Identity Provider (IdP). Nitro supports SSO with any SAML 2.0-compliant IdP.

As a Global Administrator for your team, you can assign new licenses to users or remove existing ones.

Single Sign-On (SSO) allows your users to access Nitro's products by authenticating through your Identity Provider (IdP). Nitro supports SSO with any SAML-2.0 compliant IdP. See "Step-by-step instructions for various IdPs” for IDP-specific instructions.

Domain Control preferences allow account administrators to streamline & control how new users can be added to their team account. By verifying their company domain, Admins can restrict new users signing up with their email domains for individual or team accounts.

You can now customize the look and feel of Nitro Sign for all users in your account through our Custom Branding feature. Custom branding enables you to apply your company colors and logo to the Nitro Sign interface, along with any emails that are sent out through the application, like eSignature requests and shared documents. This not only delivers a more cohesive experience for employees and customers, it enhances brand recognition and confidence for those viewing and signing your documents.

Verifying your domain lets us confirm that you own that domain and can help you manage access to your account.

Deleting a user from your Nitro Sign team will permanently delete the user’s account and all of their associated files. Before deleting a user, make sure to download or transfer any of the user's files, as these cannot be recovered once the deletion process is complete.

As a Global Administrator of your team, you can edit the details of any users that have been added to your team account by following the steps below:

As the Global Administrator, you can view and update your account details from within the Nitro Admin portal.

Single Sign-On (SSO) allows your users to access Nitro's products by authenticating through your Identity Provider (IdP). Nitro supports SSO with any SAML 2.0-compliant IdP. You can disable Single Sign-On (SSO) for your team's account at any point through the Nitro Admin portal.

As a Global Administrator for your team, you can view the details of your account in the Nitro Admin portal.

As a Global Administrator of your team, you can invite other users to join your team via the Nitro Admin app. You can choose to invite each user on a one-off basis, or batch import a list of users using a .csv file.

Assigning roles to your users grants them additional permissions so they can help manage your team.

Suspending a user will prevent them from logging into Nitro and will block their access to Nitro products and services. Users can remain suspended for as long as needed, and can be restored at any point from within the Nitro Admin app.

Any pending user invites can be managed via the Invited users section in the Nitro Admin app.

As a Global Administrator for your team, you can reset passwords for any of the users in your team as outlined below.

You can set a Team Contact within the Nitro Admin portal, so that your users know who to reach out to for help with their accounts and Nitro's products.